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Government Tracker

Kevin Hern

House
Chamber
Oklahoma District 1
Represents
101
Trades on record
-3.5%
Avg return, 30d
-3.9%
Avg return, 90d
-9.2%
Avg return, 180d

Disclosed holdings

223 assets, filed Jun 25, 2026 (FD Original).
3 Year Shield 15 Russell 2000 Index Other $1,000,000
3 Year Shield 15 Russell 2000 Index, 100% Interest Other $1,000,000
3 Year Shield 15 S&P500 Index Other $5,000,000
3 Year Shield 15 S&P500 Index Other $5,000,000
ALGER CAPITAL APPRECIATION CL Z-2 Mutual fund $250,000
AMERICAN AMCAP FUND F2 Mutual fund $250,000
AMERICAN BALANCED FUND F2 Mutual fund $250,000
AMERICAN FUNDAMENTAL INVESTORS CL F2 Mutual fund $250,000
AMERICAN GROWTH FUND OF AMERICA CL F2 Mutual fund $100,000
AMERICAN NEW PERSPECTIVE CL F2 Mutual fund $100,000
AMERICAN SMALLCAP WORLD FUND CL F2 Mutual fund $100,000
AMERICAN SMALLCAP WORLD FUND CL F2 Mutual fund $100,000
AMERICAN THE NEW ECONOMY FUND CL F2 Mutual fund $100,000
ASML ASML Holding N.V. - New York Registry Shares · Stock (public) $250,000
ACN Accenture plc Class A Ordinary Shares · Stock (public) · Hern Family Revocable Trust Brokerage Investment JT None
ADBE Adobe Inc. · Stock (public) $100,000
Airplane - 2 Real property $5,000,000
Airplane Hangar Real property $1,000,000
Allianz Life Pro Plus Advantage / PIMCO Tactical Balanced $1,000,000
GOOGL Alphabet Inc. - Class A · Stock (public) $500,000
GOOGL Alphabet Inc. - Class A · Stock (public) $1,000,000
AMZN Amazon.com, Inc. · Stock (public) $250,000
AMZN Amazon.com, Inc. · Stock (public) $500,000
AMP Ameriprise Financial, Inc. · Stock (public) $100,000
BUD Anheuser-Busch Inbev SA Sponsored ADR · Stock (public) · Kevin Hern Traditional IRA $1,001 - $15,000
AAPL Apple Inc. · Stock (public) $250,000
AAPL Apple Inc. · Stock (public) $250,000
BLACKROCK STRATEGIC INCOME OPPRTSI INSTL Mutual fund · Kaden Everett Hern Trust DC $15,001 - $50,000
BOKF BOK Financial Corporation · Stock (public) · Kevin Hern Traditional IRA $15,001 - $50,000
RA BROOKFIELD REAL ASSETS INCOME FUND · Mutual fund $100,000
BIIB Biogen Inc. · Stock (public) · Kevin Hern Traditional IRA $15,001 - $50,000
BLK BlackRock, Inc. · Stock (public) $100,000
BLK BlackRock, Inc. · Stock (public) $100,000
MUA Blackrock MuniAssets Fund, Inc · Stock (public) $100,000
BA Boeing Company · Stock (public) · Hern Family Revocable Trust JT $1,001 - $15,000
BSX Boston Scientific Corporation · Stock (public) · Gabrielle Ashtyn Hern Trust DC $1,001 - $15,000
BSX Boston Scientific Corporation · Stock (public) $100,000
BSX Boston Scientific Corporation · Stock (public) · Kaden Everett Hern Trust DC $15,001 - $50,000
BSX Boston Scientific Corporation · Stock (public) · Kelby Austin Hern Trust DC $15,001 - $50,000
CSI Real Estate, LLC., 40% Interest Other liability $5,000,000
CSX CSX Corporation · Stock (public) · Kevin Hern Traditional IRA $15,001 - $50,000
CDNS Cadence Design Systems, Inc. · Stock (public) $250,000
CapX Holdings, LLC, 38% Interest Other liability $5,000,000
COR Cencora, Inc. Common Stock · Stock (public) $100,000
CNP CenterPoint Energy, Inc · Stock (public) · Kevin Hern Traditional IRA $15,001 - $50,000
CVX Chevron Corporation · Stock (public) $100,000
CVX Chevron Corporation · Stock (public) · Kevin Hern Traditional IRA $1,001 - $15,000
CB Chubb Limited · Stock (public) · Hern Family Foundation JT $1,001 - $15,000
CSCO Cisco Systems, Inc. · Stock (public) $100,000
KO Coca-Cola Company · Stock (public) · Hern Family Foundation JT $1,001 - $15,000
KO Coca-Cola Company · Stock (public) $100,000
CL Colgate-Palmolive Company · Stock (public) · Hern Family Foundation JT $1,001 - $15,000
CL Colgate-Palmolive Company · Stock (public) $100,000
CL Colgate-Palmolive Company · Stock (public) · Kevin Hern Traditional IRA $1,001 - $15,000
CMCSA Comcast Corporation - Class A · Stock (public) · Hern Family Foundation JT $1,001 - $15,000
COST Costco Wholesale Corporation · Stock (public) · Hern Family Foundation JT $15,001 - $50,000
CTRA Coterra Energy Inc. · Stock (public) · Kevin Hern Traditional IRA $15,001 - $50,000
CR Crane Co. · Stock (public) $100,000
CMI Cummins Inc. · Stock (public) $250,000
Custom Seating, Inc., 40% Interest Other liability $25,000,000
DOUBLELINE TOTAL RT BOND FD CL N Mutual fund · Kaden Everett Hern Trust DC $15,001 - $50,000
DHR Danaher Corporation · Stock (public) $100,000
DHR Danaher Corporation · Stock (public) $250,000
DVN Devon Energy Corporation · Stock (public) $250,000
ETF Exchange-traded fund · Gabrielle Ashtyn Hern Trust DC $1,001 - $15,000
ETF Exchange-traded fund · Hern Family Foundation JT $15,001 - $50,000
ETF Exchange-traded fund · Hern Family Foundation JT $15,001 - $50,000
EVENTIDE GILEAD FUND CLASS I Mutual fund $250,000
EMR Emerson Electric Company · Stock (public) $100,000
EXAS Exact Sciences Corporation · Stock (public) · Gabrielle Ashtyn Hern Trust DC $1,001 - $15,000
XOM Exxon Mobil Corporation · Stock (public) $250,000
XOM Exxon Mobil Corporation Common Stock · Stock (public) $250,000
FIDELITY DIVIDEND ETF FOR RISING RATES Exchange-traded fund · Gabrielle Ashtyn Hern Trust DC $1,001 - $15,000
FIDELITY DIVIDEND ETF FOR RISING RATES Exchange-traded fund $250,000
FIDELITY MSCI CONSUMER DISCRETIONARY INDEX $100,000
FIDELITY MSCI HEALTH CARE INDEX ETF Exchange-traded fund $100,000
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX $100,000
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX $250,000
FIDELITY MSCI MATLS INDEX ETF Exchange-traded fund · Gabrielle Ashtyn Hern Trust DC $1,001 - $15,000
FIDELITY QUALITY FACTOR ETF Exchange-traded fund $500,000
FIDELITY TOTAL BOND ETF Exchange-traded fund · Gabrielle Ashtyn Hern Trust DC $1,001 - $15,000
FIRST EAGLE GLOBAL CLASS I Mutual fund $250,000
FIRST TR EXCHANGE TRADED FD IV FIRST TR $100,000
FIRST TR EXCHANGE TRADED FD IV FIRST TR $250,000
FRANKLIN INCOME ADVISOR CLASS Mutual fund · Kevin Hern Traditional IRA $1,001 - $15,000
FS Specialty Lending Fund - Fs Energy & Power Fund $250,000
FT VEST TOTAL RETURN INCOME FUND SERIES A4 $250,000
FCOM Fidelity MSCI Communication Services Index ETF · Stock (public) · Gabrielle Ashtyn Hern Trust DC $1,001 - $15,000
FDIS Fidelity MSCI Consumer Discretionary Index ETF · Stock (public) · Gabrielle Ashtyn Hern Trust DC $1,001 - $15,000
FREL Fidelity MSCI Real Estate Index ETF · Stock (public) · Gabrielle Ashtyn Hern Trust DC $1,001 - $15,000
FUTY Fidelity MSCI Utilities Index ETF · Stock (public) · Gabrielle Ashtyn Hern Trust DC $15,001 - $50,000
FQAL Fidelity Quality Factor ETF · Stock (public) · Gabrielle Ashtyn Hern Trust DC $1,001 - $15,000
First Financial Corporation, 5% Interest Other liability $25,000,000
Firstar Bank - Checking Bank/brokerage account $100,000
Firstar Bank - Checking Bank/brokerage account $250,000
Firstar Bank-Checking Bank/brokerage account · Gabrielle Ashtyn Hern Trust DC $1,001 - $15,000
Firstar Bank-Checking Bank/brokerage account $5,000,000
Firstar Bank-Checking Bank/brokerage account · Kaden Everett Hern Trust DC $1,001 - $15,000
Firstar Bank-Checking Bank/brokerage account · Kelby Austin Hern Trust DC $15,001 - $50,000
Firstrike Capital, 100% Interest Real property $500,000
F Ford Motor Company · Stock (public) · Kevin Hern Traditional IRA $15,001 - $50,000
MINT Fund · Exchange-traded fund · Hern Family Foundation JT $1,001 - $15,000
GOLDMAN SACHS ABSOLU RETURN TRACKER INSTL $100,000
GPS Gap, Inc. · Stock (public) · Kevin Hern Traditional IRA $1,001 - $15,000
Goldman Sachs MTN 4/29/2030 Corporate bond $500,000
HD Home Depot, Inc. · Stock (public) $250,000
HD Home Depot, Inc. · Stock (public) $500,000
HD Home Depot, Inc. · Stock (public) · Kevin Hern Traditional IRA $1,001 - $15,000
HON Honeywell International Inc. · Stock (public) $100,000
HRL Hormel Foods Corporation · Stock (public) · Kevin Hern Traditional IRA $15,001 - $50,000
ICLR ICON plc - Ordinary Shares · Stock (public) $100,000
INFINITY HOME SERVICES, LLC, 100% Interest [OL] ⇒ · Tammy Hern Revocable Trust Firstrike Capital SP None
INFINITY HVAC SERVICES, LLC, 100% Interest [OL] ⇒ · Tammy Hern Revocable Trust Firstrike Capital SP None
INLAND REAL ESTATE INCOME TR INC COM REIT $250,000
INTEGRITY OKLAHOMA MUNICIPAL CL A Mutual fund $250,000
INVESCO EXCHANGE TRADED FD TR DYNMC LRG VALU Exchange-traded fund · Kaden Everett Hern Trust DC $1,001 - $15,000
INVESCO EXCHANGE TRADED FD TR S&P 500 GARP ETF $250,000
INVESCO EXCHANGE-TRADED FD TR S&P500 LOW VOL Exchange-traded fund · Kaden Everett Hern Trust DC $1,001 - $15,000
INVESCO OPPENHEIMER DISC MID CAP GROW Y Mutual fund · Kevin Hern Traditional IRA $15,001 - $50,000
INVESCO OPPENHEIMER INTL GROWTH Y Mutual fund · Kevin Hern Traditional IRA $15,001 - $50,000
IQV IQVIA Holdings, Inc. · Stock (public) · Gabrielle Ashtyn Hern Trust DC $1,001 - $15,000
IQV IQVIA Holdings, Inc. · Stock (public) · Kaden Everett Hern Trust DC $15,001 - $50,000
ISHARES TRUST CORE DIVID GWTH Exchange-traded fund $500,000
ITW Illinois Tool Works Inc. · Stock (public) $250,000
Indigo Technology, 30% Interest DO $250,000
INTC Intel Corporation · Stock (public) $100,000
ICE Intercontinental Exchange Inc. · Stock (public) $100,000
PWV Invesco Dynamic Large Cap Value ETF · ET · Kelby Austin Hern Trust DC $1,001 - $15,000
JNL iShares Tactical Growth Mutual fund $1,000,000
JNL/First State Global Infrastructure Mutual fund $250,000
JNL/Franklin Templeton Global Multisector Bond Mutual fund $250,000
JNL/Mellon Equity Income Mutual fund $1,000,000
JNL/Mellon Information Technology Sector Mutual fund $500,000
JNL/Mellon Nasdaq® 100 Index Mutual fund $5,000,000
JNL/Mellon S&P 400® MidCap Index Mutual fund $1,000,000
JNL/Mellon US Stock Mkt Index Fund Mutual fund $1,000,000
JNL/PIMCO Investment Grade Credit Bond Mutual fund $250,000
JOHN HANCOCK DISCIPLINED VALUE I Mutual fund $250,000
JPM JP Morgan Chase & Co. · Stock (public) $250,000
JPM Global Bond Opp Fund Mutual fund · Gabrielle Ashtyn Hern Trust DC $1,001 - $15,000
JPMORGAN GLOBAL ALLOCATION CLASS I Mutual fund $250,000
JPMORGAN MORTGAGE BACKED SEC CLASS I Mutual fund · Kevin Hern Traditional IRA $1,001 - $15,000
JEPI JPMorgan Equity Premium Income ETF · Exchange-traded fund $250,000
John Hancock SUL WU $1,000,000
JNJ Johnson & Johnson · Stock (public) $100,000
LIN Linde plc Ordinary Share · Stock (public) $100,000
LIN Linde plc Ordinary Share · Stock (public) $500,000
LMT Lockheed Martin Corporation · Stock (public) $100,000
LOW Lowe's Companies, Inc. · Stock (public) · Hern Family Foundation JT $1,001 - $15,000
LOW Lowe's Companies, Inc. · Stock (public) $100,000
MFS RESEARCH FUND CL I Mutual fund $100,000
MVPIndex Other liability $500,000
Mainstay Mackay high yield muni fund Mutual fund · Gabrielle Ashtyn Hern Trust DC $1,001 - $15,000
MMC Marsh & McLennan Companies, Inc. · Stock (public) · Hern Family Foundation JT None
MASI Masimo Corporation - Common Stock · Stock (public) · Hern Family Foundation JT None
MRK Merck & Company, Inc. Common Stock · Stock (public) $100,000
MSFT Microsoft Corporation · Stock (public) $500,000
NUVEEN NWQ FLEXIBLE INCOME CL I Mutual fund · Kelby Austin Hern Trust DC $1,001 - $15,000
NEE NextEra Energy, Inc. · Stock (public) $100,000
NEE NextEra Energy, Inc. · Stock (public) · Hern Family Revocable Trust Brokerage Investment JT $1,001 - $15,000
NKE Nike, Inc. · Stock (public) · Kevin Hern Traditional IRA $15,001 - $50,000
NVS Novartis AG · Stock (public) · Kevin Hern Traditional IRA $15,001 - $50,000
NVO Novo Nordisk A/S · Stock (public) · Kevin Hern Traditional IRA $15,001 - $50,000
ORLY O'Reilly Automotive, Inc. · Stock (public) $100,000
ORLY O'Reilly Automotive, Inc. · Stock (public) $1,000,000
OGE OGE Energy Corp · Stock (public) · Kevin Hern Traditional IRA $15,001 - $50,000
OKE ONEOK, Inc. · Stock (public) $250,000
OKE ONEOK, Inc. · Stock (public) $500,000
PARAMETRIC COMMODITY STRATEGIC INST CL Mutual fund $100,000
PARNASSUS CORE EQUITY INVESTOR Mutual fund $100,000
PGIM GLOBAL TOTAL RETURN CL Z Mutual fund $100,000
PGIM TOTAL RETURN BOND CL Z Mutual fund · Kevin Hern Traditional IRA $1,001 - $15,000
PIMCO Enhanced Short Maturity Active Exchange-Traded $500,000
PIMCO INCOME FUND INSTITUTIONAL FUND Mutual fund · Kaden Everett Hern Trust DC $15,001 - $50,000
PSP & Vision Partners Private stock option $1,000,000
PTC PTC Inc. · Stock (public) $100,000
PH Parker-Hannifin Corporation · Stock (public) $100,000
PH Parker-Hannifin Corporation · Stock (public) $250,000
PBA Pembina Pipeline Corp. Ordinary Shares · Stock (public) · Kevin Hern Traditional IRA $15,001 - $50,000
PG Procter & Gamble Company · Stock (public) · Hern Family Foundation JT $15,001 - $50,000
PG Procter & Gamble Company · Stock (public) $100,000
RBC 11.25% 30F DUE 10/16/30 Corporate bond $1,000,000
RTX Raytheon Technologies Corporation · Stock (public) $250,000
RTX Raytheon Technologies Corporation · Stock (public) $5,000,000
ROK Rockwell Automation, Inc. · Stock (public) $250,000
ROK Rockwell Automation, Inc. · Stock (public) $1,000,000
SMARTSTOP SELF STORAG REIT INC CL A REIT $1,000,000
STE STERIS plc · Stock (public) · Kevin Hern Traditional IRA $15,001 - $50,000
Schwab Bank Bank/brokerage account · Gabrielle Ashtyn Hern Trust DC $15,001 - $50,000
Schwab Bank Bank/brokerage account $250,000
Schwab Bank Bank/brokerage account $5,000,000
Schwab Bank Bank/brokerage account · Kevin Hern Traditional IRA $1,001 - $15,000
SWVXX Schwab Prime Advantage Money Fund- Investor Shares · Mutual fund · Gabrielle Ashtyn Hern Trust DC $15,001 - $50,000
SWVXX Schwab Prime Advantage Money Fund- Investor Shares · Mutual fund · Kaden Everett Hern Trust DC $15,001 - $50,000
Schwab Prime Advantage Money Fund- Investor Shares $1,000,000
STX Seagate Technology PLC - Ordinary Shares · Stock (public) · Kevin Hern Traditional IRA $15,001 - $50,000
T ROWE PRICE BLUE CHIP GROWTH INC Mutual fund $100,000
T ROWE PRICE BLUE CHIP GROWTH INC Mutual fund $100,000
TROW T. Rowe Price Group, Inc. · Stock (public) $100,000
TEMPLETON GLOBAL BOND ADVISOR CLASS Mutual fund · Kevin Hern Traditional IRA $15,001 - $50,000
TJX TJX Companies, Inc. · Stock (public) $100,000
TJX TJX Companies, Inc. · Stock (public) $100,000
TJX TJX Companies, Inc. · Stock (public) · Kevin Hern Traditional IRA $15,001 - $50,000
TOUCHSTONE SMALL COMPANY FUND INSTL Mutual fund · Kevin Hern Traditional IRA $15,001 - $50,000
TXN Texas Instruments Incorporated · Stock (public) $250,000
TXN Texas Instruments Incorporated · Stock (public) $1,000,000
TMO Thermo Fisher Scientific Inc · Stock (public) $100,000
TMO Thermo Fisher Scientific Inc · Stock (public) $100,000
Trinity Financial Private stock option · Hern Family Revocable Trust JT None
UNDISCOVERED MGRS BEHAVIOR VALUE CL L Mutual fund · Kevin Hern Traditional IRA $15,001 - $50,000
UNH UnitedHealth Group Incorporated Common Stock (UNH) $100,000
VIRTUS SEIX HIGH YIELD CL I Mutual fund · Gabrielle Ashtyn Hern Trust DC $1,001 - $15,000
Virtus AllianzGI Artificial Intelligence & Technology $100,000
V Visa Inc. · Stock (public) $250,000
V Visa Inc. · Stock (public) $250,000
VUZI Vuzix Corporation · Stock (public) · Hern Family Foundation JT None
WMT Walmart Inc. · Stock (public) $100,000
WMB Williams Companies, Inc. · Stock (public) $250,000
WMB Williams Companies, Inc. · Stock (public) $5,000,000
ETV Write Opportunities Fund Common Shares of Benefi · Stock (public) · Gabrielle Ashtyn Hern Trust DC $1,001 - $15,000
iShares Trust US Treasury TIPs Exchange-traded fund $500,000
⇒ · Tammy Hern Revocable Trust Firstrike Aviation SP $1,001 - $15,000
⇒ · Tammy Hern Revocable Trust Firstrike Capital SP $15,001 - $50,000
Show all 223

Current holdings

HD Last activity: Sale (partial) Aug 24, 2026
LOW Last activity: Sale Aug 24, 2026
MRSH Last activity: Sale Aug 24, 2026
MDT Last activity: Sale Aug 24, 2026
PG Last activity: Sale Aug 24, 2026
MSFT Last activity: Sale (partial) Aug 21, 2026
VLTO Last activity: Sale Aug 21, 2026
CL Last activity: Sale Aug 19, 2026
HONA Last activity: Sale Aug 19, 2026
BUD Last activity: Sale Aug 18, 2026
BIIB Last activity: Sale Aug 18, 2026
KMB Last activity: Sale Aug 18, 2026
ADBE Last activity: Sale (partial) Aug 14, 2026
CARR Last activity: Sale Aug 14, 2026
ICLR Last activity: Sale (partial) Aug 14, 2026
BA Last activity: Sale Aug 13, 2026
GAP Last activity: Sale Aug 13, 2026
HRL Last activity: Sale Aug 13, 2026
NKE Last activity: Sale (partial) Aug 13, 2026
WAT Last activity: Sale Aug 13, 2026
OTIS Last activity: Sale Aug 10, 2026
DIS Last activity: Sale Aug 10, 2026
CMCSA Last activity: Sale Aug 5, 2026
DEO Last activity: Sale Aug 5, 2026
EL Last activity: Sale Aug 5, 2026
KVUE Last activity: Sale Aug 5, 2026
MDLZ Last activity: Sale Aug 5, 2026
OGN Last activity: Sale Aug 5, 2026
VSNT Last activity: Sale Aug 5, 2026
ALC Last activity: Sale Aug 5, 2026
SOLS Last activity: Sale Aug 5, 2026
XOM Last activity: Exchange Jul 2, 2026
HONAV Last activity: Exchange Jun 29, 2026
CTRA Last activity: Exchange May 8, 2026
DVN Last activity: Exchange May 8, 2026
EXAS Last activity: Sale Mar 24, 2026
PLD Last activity: Sale Mar 20, 2026
TROW Last activity: Sale Mar 20, 2026
SMA Last activity: Sale Mar 18, 2026
TXN Last activity: Sale Mar 18, 2026
BDX Last activity: Sale Mar 17, 2026
MUA Last activity: Sale Mar 17, 2026
CTSH Last activity: Sale Mar 17, 2026
IVZ Last activity: Sale Mar 17, 2026
ACN Last activity: Sale Mar 16, 2026
IQV Last activity: Sale Mar 16, 2026
PRGS Last activity: Sale Mar 16, 2026
UNH Last activity: Sale Dec 23, 2025
BSX Last activity: Sale (partial) Oct 28, 2025
CSX Last activity: Sale (partial) Oct 28, 2025
ORLY Last activity: Sale (partial) Oct 28, 2025
STX Last activity: Sale (partial) Oct 28, 2025
MCD Last activity: Sale Oct 23, 2025
ETN Last activity: Sale (partial) Oct 6, 2025
MASI Last activity: Sale Sep 26, 2025
AGCO Last activity: Sale Dec 31, 2024
DXCM Last activity: Sale Dec 31, 2024
INTC Last activity: Sale Dec 31, 2024
JNJ Last activity: Sale Dec 31, 2024
Show all 59

Top investments by return

CMCSA Sale Mar 17, 2026 +20.3%
CTSH Sale Mar 17, 2026 +17.1%
ACN Sale Mar 16, 2026 +17.0%
UNH Sale Dec 23, 2025 +17.0%
HD Sale Sep 26, 2025 +15.3%

Full activity log

DateTicker / AssetTypeAmountOversight
Aug 24, 2026 Oklahoma Municipal Bonds Purchase $100,001 - $250,000 —
Aug 24, 2026 HD Sale $50,001 - $100,000 —
Aug 24, 2026 LOW Sale $1,001 - $15,000 —
Aug 24, 2026 MRSH Sale $1,001 - $15,000 —
Aug 24, 2026 MDT Sale $15,001 - $50,000 —
Aug 24, 2026 PG Sale $50,001 - $100,000 —
Aug 21, 2026 MSFT Sale $15,001 - $50,000 —
Aug 21, 2026 VLTO Sale $1,001 - $15,000 —
Aug 19, 2026 CL Sale $1,001 - $15,000 —
Aug 19, 2026 HONA Sale $15,001 - $50,000 —
Aug 18, 2026 BUD Sale $1,001 - $15,000 —
Aug 18, 2026 BIIB Sale $1,001 - $15,000 —
Aug 18, 2026 KMB Sale $1,001 - $15,000 —
Aug 14, 2026 ADBE Sale $15,001 - $50,000 —
Aug 14, 2026 CARR Sale $1,001 - $15,000 —
Aug 14, 2026 ICLR Sale $15,001 - $50,000 —
Aug 14, 2026 VLTO Sale $1,001 - $15,000 —
Aug 13, 2026 BA Sale $1,001 - $15,000 —
Aug 13, 2026 BA Sale $15,001 - $50,000 —
Aug 13, 2026 GAP Sale $1,001 - $15,000 —
Aug 13, 2026 HRL Sale $1,001 - $15,000 —
Aug 13, 2026 NKE Sale $1,001 - $15,000 —
Aug 13, 2026 WAT Sale $1,001 - $15,000 —
Aug 10, 2026 OTIS Sale $1,001 - $15,000 —
Aug 10, 2026 VLTO Sale $1,001 - $15,000 —
Aug 10, 2026 DIS Sale $15,001 - $50,000 —
Aug 5, 2026 CMCSA Sale $1,001 - $15,000 —
Aug 5, 2026 DEO Sale $1,001 - $15,000 —
Aug 5, 2026 EL Sale $1,001 - $15,000 —
Aug 5, 2026 KVUE Sale $1,001 - $15,000 —
Aug 5, 2026 MDLZ Sale $1,001 - $15,000 —
Aug 5, 2026 OGN Sale $1,001 - $15,000 —
Aug 5, 2026 VSNT Sale $1,001 - $15,000 —
Aug 5, 2026 ALC Sale $1,001 - $15,000 —
Aug 5, 2026 PG Sale $1,001 - $15,000 —
Aug 5, 2026 SOLS Sale $1,001 - $15,000 —
Jul 24, 2026 Oklahoma Municipal Bonds Purchase $50,001 - $100,000 —
Jul 24, 2026 Oklahoma Municipal Bonds Purchase $100,001 - $250,000 —
Jul 20, 2026 Oklahoma Municipal Bonds Purchase $15,001 - $50,000 —
Jul 20, 2026 Oklahoma Municipal Bonds Purchase $100,001 - $250,000 —
Jul 17, 2026 Oklahoma Municipal Bonds Purchase $15,001 - $50,000 —
Jul 17, 2026 Oklahoma Municipal Bonds Purchase $15,001 - $50,000 —
Jul 16, 2026 Oklahoma Municipal Bonds Purchase $15,001 - $50,000 —
Jul 2, 2026 XOM Sale $100,001 - $250,000 —
Jun 29, 2026 HONAV Sale $15,001 - $50,000 —
May 8, 2026 CTRA Sale $15,001 - $50,000 —
May 8, 2026 DVN Sale $15,001 - $50,000 —
May 6, 2026 MORGAN STANLEY FIN LLC MTN Z Sale $1,000,001 - $5,000,000 —
Apr 29, 2026 Goldman Sachs MTN 4/29/2030 Sale $250,001 - $500,000 —
Mar 24, 2026 EXAS Sale $1,001 - $15,000 —
Mar 20, 2026 MDT Sale $15,001 - $50,000 —
Mar 20, 2026 PLD Sale $50,001 - $100,000 —
Mar 20, 2026 TROW Sale $15,001 - $50,000 —
Mar 18, 2026 SMA Sale $500,001 - $1,000,000 —
Mar 18, 2026 TXN Sale $500,001 - $1,000,000 —
Mar 17, 2026 BDX Sale $15,001 - $50,000 —
Mar 17, 2026 MUA Sale $50,001 - $100,000 —
Mar 17, 2026 CTSH Sale $15,001 - $50,000 —
Mar 17, 2026 CMCSA Sale $15,001 - $50,000 —
Mar 17, 2026 IVZ Sale $15,001 - $50,000 —
Mar 17, 2026 KVUE Sale $15,001 - $50,000 —
Mar 16, 2026 ACN Sale $250,001 - $500,000 —
Mar 16, 2026 IQV Sale $50,001 - $100,000 —
Mar 16, 2026 PRGS Sale $50,001 - $100,000 —
Mar 5, 2026 ICLR Sale $100,001 - $250,000 —
Feb 9, 2026 WAT Sale $1,001 - $15,000 —
Jan 7, 2026 ROYAL BANK OF CANADA 31F DUE Purchase $250,001 - $500,000 House Committee on Ways and Means
Dec 23, 2025 UNH Sale $250,001 - $500,000 —
Oct 28, 2025 BSX Sale $15,001 - $50,000 —
Oct 28, 2025 CSX Sale $15,001 - $50,000 —
Oct 28, 2025 HD Sale $1,001 - $15,000 —
Oct 28, 2025 MSFT Sale $15,001 - $50,000 —
Oct 28, 2025 ORLY Sale $1,001 - $15,000 —
Oct 28, 2025 STX Sale $15,001 - $50,000 —
Oct 27, 2025 ACN Sale $100,001 - $250,000 —
Oct 23, 2025 MCD Sale $1,001 - $15,000 —
Oct 23, 2025 MCD Sale $100,001 - $250,000 —
Oct 10, 2025 Rbc Purchase $500,001 - $1,000,000 —
Oct 10, 2025 Rbc Purchase $1,000,001 - $5,000,000 —
Oct 9, 2025 BNP Paribas MTN 4/9/2030 Sale $250,001 - $500,000 —
Oct 9, 2025 BNP Paribas MTN 4/9/2030 Sale $1,000,001 - $5,000,000 —
Oct 6, 2025 ETN Sale $15,001 - $50,000 —
Oct 6, 2025 STX Sale $15,001 - $50,000 —
Sep 26, 2025 ACN Sale $15,001 - $50,000 —
Sep 26, 2025 HD Sale $15,001 - $50,000 —
Sep 26, 2025 MASI Sale $15,001 - $50,000 —
Sep 26, 2025 MSFT Sale $15,001 - $50,000 —
Apr 24, 2025 Goldman Sachs MTN 4/29/2030 Purchase $250,001 - $500,000 —
Apr 4, 2025 BNP Paribas MTN 4/9/2030 Purchase $250,001 - $500,000 —
Apr 4, 2025 BNP Paribas MTN 4/9/2030 Purchase $1,000,001 - $5,000,000 —
Mar 31, 2025 MORGAN STANLEY FIN LLC MTN Z Sale $500,001 - $1,000,000 —
Jan 29, 2025 FT VEST TOTAL RETURN INCOME Purchase $100,001 - $250,000 —
Dec 31, 2024 AGCO Sale $50,001 - $100,000 —
Dec 31, 2024 DVN Sale $250,001 - $500,000 —
Dec 31, 2024 DXCM Sale $50,001 - $100,000 —
Dec 31, 2024 EL Sale $15,001 - $50,000 —
Dec 31, 2024 INTC Sale $50,001 - $100,000 —
Dec 31, 2024 JNJ Sale $100,001 - $250,000 —
Dec 12, 2024 HD Purchase $1,001 - $15,000 —
Dec 10, 2024 XOM Purchase $1,001 - $15,000 —
Dec 3, 2024 Citigroup MTN 9/1/2026 Sale $500,001 - $1,000,000 —